Wealth Associate

National Bank of Canada; Edmonton; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial – Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service. You will help manage client files, process transactions, and produce portfolio reports as part of a collaborative wealth management team.

The role emphasizes client experience, teamwork, and adherence to regulatory and risk controls within a leading Canadian wealth management organization.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in banking/back office/financial industry.
• Completion of CSC and/or CCP course.
• Excellent knowledge of the Microsoft Office suite.
• Excellent customer service skills.

Responsibilities

• Support investment advisors by providing superior client service and addressing client requests.
• Handle routine financial transactions and necessary adjustments.
• Process deposits, withdrawals, transfers and currency conversions for investment accounts.
• Open, update and maintain client files.
• Produce portfolio management reports.
• Coordinate client meetings and manage agendas.
• Adhere to compliance and risk management rules.

Skills

Customer service

Team collaboration

Education

College or university diploma in related field

Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course

Tools

Microsoft Office

Job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients.

Responsibilities

• Support investment advisors in providing superior customer service and be available to meet client requests
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow‑up
• Analyze, open, and update client files
• Produce portfolio management reports
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
• Ensure adherence to compliance and risk management rules

Your team

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites

• Completed college and/or university diploma in a related field
• Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
• Excellent knowledge of the Microsoft Office suite
• Excellent customer service skills

Languages

English

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic